IHT Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $957K | Sell |
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|
2023
Q3 | $881K | Buy |
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|
2023
Q2 | $894K | Buy |
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|
2023
Q1 | $720K | Buy |
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|
2022
Q4 | $672K | Sell |
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|
2022
Q3 | $693K | Buy |
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|
2022
Q2 | $375K | Sell |
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|
2022
Q1 | $511K | Sell |
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|
2021
Q4 | $573K | Sell |
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|
2021
Q3 | $649K | Sell |
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|
2021
Q2 | $905K | Sell |
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|
2021
Q1 | $836K | Buy |
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|
2020
Q4 | $445K | Sell |
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|
2020
Q3 | $400K | Buy |
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|
2020
Q2 | $421K | Buy |
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|
2020
Q1 | $343K | Sell |
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|
2019
Q4 | $709K | Buy |
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|
2019
Q3 | $628K | Sell |
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|
2019
Q2 | $616K | Sell |
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|
2019
Q1 | $637K | Sell |
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|
2018
Q4 | $683K | Buy |
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|
2018
Q3 | $747K | Sell |
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|
2018
Q2 | $894K | Buy |
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|
2018
Q1 | $818K | Sell |
|
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|
2017
Q4 | $1.1M | Buy |
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|
2017
Q3 | $686K | Sell |
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|
2017
Q2 | $23 | Buy |
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|
2017
Q1 | $748K | Sell |
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|
2016
Q4 | $800K | Buy |
|